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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| KS | RA | APPROVED | 2024-01-19 |
Branch Locations
11900 College Blvd Ste 320, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hadel Financial | Overland Park | KS | 06/2009 | Present |
| Woodbury Financial Services, Inc | Overland Park | KS | 10/2009 | 01/2024 |
| Lpl Financial Llc | Overland Park | KS | 01/2023 | 02/2023 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2024 | Present |
1. HADEL FINANCIAL SOLUTIONS POSITION: Agent NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2009 ADDRESS: 11900 College Blvd, Ste 320, Overland Park KS 66210, United States DESCRIPTION: Helping individuals and business with life insurance, business continuation strategies, buy-sell, etc. 2. HADEL FINANCIAL AND BUSINESS SOLUTIONS POSITION: Support and Planning NATURE: C corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 02/03/2025 ADDRESS: 11900 College Blvd, Ste 320, Overland Park KS 66210, United States DESCRIPTION: Anything not related to servicing my own clients or split cases, including office technology, help in planning, consultation re: other securities clients, etc. This isn't really an OBA but we are being instructed to disclose it as one. Has been the same structure/arrangement since 2009.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
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